Tax-Loss Harvest Finder
Sell the loss, keep the exposure. For any fund, ranked stand-ins that track the same market — scored on a year of price correlation, holdings overlap, and fee — with a flag when two funds follow the same index and a swap could look substantially identical.
Correlation computed on ~250 shared sessions per pair · not tax advice — the flag is a heuristic, your compliance desk has the final word
Stand-ins for IOO — iShares Global 100 ETF
| Substitute | Correlation | Book overlap | Fee vs IOO | Assets | Wash-sale read | |
|---|---|---|---|---|---|---|
| URTH iShares MSCI World ETF | 0.942 | 39% | -17bp | $8.3B | different index | Compare |
| VT Vanguard Total World Stock Index Fund | 0.925 | 30% | -34bp | $39.4B | different index | Compare |
| IXN iShares Global Tech ETF | 0.833 | 46% | same | $9.5B | different index | Compare |
| EFG iShares MSCI EAFE Growth ETF | 0.815 | 8% | -5bp | $17.3B | different index | Compare |
| VEU Vanguard FTSE All-World ex-US Index Fund | 0.815 | 8% | -33bp | $40.1B | different index | Compare |
| VWO Vanguard Emerging Markets Stock Index Fund | 0.804 | — | -33bp | $79.1B | different index | Compare |
RANKED BY CORRELATION, FEE, AND OVERLAP · “SAME INDEX” PAIRS ARE FLAGGED BECAUSE THE IRS HAS NEVER DEFINED “SUBSTANTIALLY IDENTICAL” — MOST DESKS TREAT SAME-INDEX SWAPS AS OFF-LIMITS AND DIFFERENT-INDEX SWAPS AS DEFENSIBLE